Entrewealth, LLC Dimensional ETF Tr Natl Mun Bd Transaction History

Entrewealth, LLC

$108 Billion
Q4 2024

A detailed history of Entrewealth, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Entrewealth, LLC holds 140,593 shares of DFNM stock, worth $6.73 Million. This represents 6.3% of its overall portfolio holdings.

Number of Shares

140,593

Holding current value

$6.73 Million

% of portfolio

6.3%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$47.65 - $48.6 $6.7 Million - $6.83 Million	140,593 New	140,593 $6.83 Billion

Others Institutions Holding DFNM

# of Institutions

228

Shares Held

24.3M

Call Options Held

Put Options Held

Truepoint, Inc.

2.7M
Shares

$129 Million
3.53% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.3 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.8 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

1.01M
Shares

$48.2 Million
1.65% of portfolio
First Ascent Asset Management, LLC

901K
Shares

$43.2 Million
4.9% of portfolio

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

More about DFNM

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